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Each of these forms is returned to Morning Sun Financial Services of Tennessee.

1. Employment Tax Information Questionnaire – A Household Worker is a person that is employed by an individual to do work in the individuals own home. Most Household Workers are required to have employment taxes withheld from their paychecks but there are some exceptions. The information collected within this form will allow Morning Sun to determine if you are exempt from certain employment taxes. This information is required.

2. Direct Deposit/Pay Card Enrollment – The fastest and most efficient way for an employee to receive their pay is to enroll in either Direct Deposit into a bank account or a deposit to a Pay Card. Either one of these options will guarantee you will receive your pay on the expected pay date rather than waiting for a check to arrive by mail. Please complete this form to choose how you would like to receive your pay.

To Complete the Direct Deposit/Pay Card Enrollment:

• 1. Complete all information asked on the Direct Deposit/Pay Card Enrollment.
• 2. If you are choosing to receive your pay card, fill in The rapid! PayCard issued by Mastercard card section. When Morning Sun receives your enrollment form, a pay card will be mailed out to you to the address you have provided in the Employee Authorization section along with activation instructions.
• 3. If you are choosing to have your pay deposited into your own checking or savings account, fill in the section titled “Direct Deposit”.
  • a. You must attach a voided check or a letter from your bank that provides your bank routing number and your personal account number. Please write “VOID” across your check.
• 4. Sign and date the form
• 5. If you feel your best option is to receive a check in the mail, please check the box to receive a paper check.
• 6. If you do not complete this form you will receive your pay by receiving a check in the mail.

3. Form W-4 – This form will be used to instruct the payroll system how to tax your wages and withhold the appropriate taxes based on those earnings. If the W- 4 is sent to the Morning Sun incomplete Morning Sun will need to send the form back for completion of the missing information. If you are unsure of how to fill out this form to claim the appropriate withholding, please see the instructions included with the form or use the wage calculator on the irs.gov website https://www.irs.gov/individuals/irs-withholding-calculator. Morning Sun can only advise you on how to fill out the form. No advice can be given. Please contact your tax advisor for help. This form is required.

4. The IRS Notice 797 is provided to each new employee hired. This notice provides the worker with information about the Federal Earned Income Credit and how to identify if you qualify for this credit when you file your personal tax returns. You may keep this page.

5. I-9/Employment Eligibility/E-Verify— all new employees are required to present proof of employment eligibility and complete an Immigration and Naturalization Service "Employment Eligibility Verification (Form I-9)" upon hire. Please fill out all of Section 1. You must show the proper forms of identification to your employer. This form is required.

To Complete the Employment Eligibility Form I-9:

• The Employee-Section 1.
  • 1. Print your last name, first name, middle initial (if applicable), and home address.
  • 2. Fill in the box requesting your date of birth
  • 3. Fill in the box requesting your social security number
  • 4. Fill in your email address and telephone number- these are optional.
  • 5. Place a check in the box that best states your citizenship status
  • 6. Sign and date where it says, “Signature of Employee”
• The Employer-Section 2.
  • 1. The Employer will show the worker the Lists of Acceptable Documents on page 3 of the form I-9 and instruct the worker to provide either one document from:
    • List A (which verifies both identity and the right to work in the US), OR
    • One document from List B (verifies only identity) combined with a document from List C (verifies only the right to work in the US).
  • 2. The Employer may not ask for a specific document and must accept and document or combination of List B and List C documents on the list of acceptable documents. Employer cannot ask for more documentation than is required by law.
  • 3. When the worker has provided a List A, or List B and C document, on page 2 of the Form I-9 the Employer will write down the document information in the appropriate box for List A, List B and/or List C. They must include the document type, issuing authority, document number, and expiration date (if there is one) for all documents received.
  • 4. A photocopy of each document will need to be made and sent to Morning Sun with the completed I-9.
  • 5. The date these documents were reviewed should be included in the section titled CERTIFICATION.
  • 6. This section must be completed within three business days of hire.
  • 7. The Employer should then sign, print their name, title (owner, employer), business address (usually the participants address) and date.
• *You must submit a photocopy of your I-9 documents to Morning Sun Financial Services!
• *Morning Sun will use the information provided on the Form I-9 to verify employment eligibility through E-Verify the US Department of Homeland Security.

6. Employee Agreement Form – You as the Provider/Employee will read each of the agreements then sign and date page 2 to verify your acknowledgement and agreement to abide by the terms, conditions and responsibilities as stated above.

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Welcome to Morning Sun Financial Services! 

We are the financial management service for your employer. That means we will be responsible for processing your timesheets and/or EVV records and handling your paychecks. 

As an employee to a participant/consumer receiving self-directed (or self-determined) services, you play a vital role in helping this individual achieve independence and live a fuller life. You will not only be providing a valuable service to this person, but also making a contribution to their family and to society as a whole. 

What are Self-Directed Services (SDS)? 

The individual you have been hired to work with or their representative has chosen services that are “Self-Directed”, or “Self-Determined”. Self-Directed Services puts the person with the disability in control of the care and assistance they need. The individual or their representative chooses who they want to work with them and provide their care, what type of care they want and need, and when they want to receive that care. Often the individual or their representative chooses family members, friends or other people that know them well. The individual or their representative hires and manages their own workers, they decide what type of support they want the workers to provide and when they want the support workers to work with them. 

Self-directed services have their origins in the concept of self-determination. Self-determination is a movement aimed at changing the service system for people who have disabilities. 

Self-determination means that each person who has a disability has the same rights as all other citizens to have a meaningful life that is: 

• Fully integrated into their communities 
• Rich in relationships
• Individually crafted 

The Self-Determination Project showed that when participants are given control over the funds allocated for their support, they create the type of supports they need to live the life that they want instead of a life determined by others.

What are the advantages of Self-Directed Services?

• Individuals can plan their own services to lead the type of lives they choose.
• Individuals choose where and when services are provided.
• Individuals can hire, manage and direct their own support workers.
• Individuals can hire support workers from people they already know
  including friends, neighbors, and local organizations.
• Individuals can choose support workers familiar with their own language, culture, and traditions.
• Individuals can make stronger connections with their communities.

The Role of the Employee, the Employer and Morning Sun Financial Services

• Employer 
  
  • The employer is either the person you have been hired to work with (also referred to as “Participant”) or their responsible representative.
  • Many times, the responsible representative is a family member that helps the participant manage these services. 
  • The employer is also the person that:
    
    • Hires you.
    • Decides how much you will be paid.
    • Decides what days and times you will work.
    • Trains you on how to care for the participant.
    • Decides what tasks you will be asked to do.
    • Supervises you.
• Morning Sun Financial Services
  
  • We are the the Fiscal Employer Agent (FEA) or “Payroll Agent.” This means we are responsible for processing your employer’s EVV time records, paying their employees, paying payroll taxes and making sure all employment laws are followed.
• Employee
  
  • Your role as an employee is working for a person who is choosing Self Directed Services may be a new experience for you as the Employee. 
  • If you have worked with people with disabilities in the past through an agency, you may find this job is a little different. An agency will hire, train, schedule, and assign you to an individual. But in Self-Directed Services, the individual with disabilities or their responsible representative has chosen you to work with them. 
  • The person who hired you will train you on your duties according to the participant’s needs and wishes. 
  • You may also have been chosen as an Employee because you know the individual receiving services’ family. Perhaps you are a family member, neighbor, friend, or other acquaintance. 
  • One of the benefits of Self-Directed Services is that it allows the Participant to hire people they know and are comfortable with. Family members and other people the Participant knows must meet the same qualifications and follow the same rules as all employees.

New Employee Packet 

The first step to become an employee is to complete a New Employee Packet. Your Employer will give this to you and help you to fill it out if you have questions. There will be instructions on how to complete the forms as you go. Your Employer will also have parts of the packet to complete. Your Employer will check the packet to make sure it has been filled out correctly. Your Employer will then return the packet to Morning Sun. Forms that are missing information may cause a delay in the approval for you to begin working. You may not work until Morning Sun has given this approval to your Employer. 

Payroll Policies and Procedures

• Starting Wage 
  
  • Your wage is decided by your Employer (within established guidelines of the program).
• Pay Periods
  
  • Pay periods are bi-weekly, with payment issued 10 business days after the due date of your timesheet or EVV time record. We have included a payroll schedule as part of this packet. Each workweek begins on Sunday at midnight and ends on the following Saturday at 11:59pm.
• Timekeeping
  
  • Employees must record their hours worked for each shift by utilizing a timesheet. The Employer is responsible for approving all shifts the employee works.
  • Electronic Visit Verification (EVV): The employee must record their hours worked for each shift  using an EVV app on a cell phone or tablet. Each login the employee makes will capture the employee’s name, the participant they are serving, start times and end times, the date and the type of service being provided. The Employer is responsible for approving all shifts the employee works. EVV instructions will be sent to you once a hire date has been issued and you are given permission from Morning Sun to begin working. 
• Issues That May Delay Payroll:
  
  • Timesheets or EVV transactions that are not completed properly or accurately.
  • Timesheets or EVV transactions that are missing approval from either you or your employer.
  • Timesheets or EVV transactions that are received after the due date.
  • Timesheets or EVV transactions that include unauthorized hours on the time record.
  • A Good to Go date had not been issued by the Morning Sun Human Resources Department before you began working.
  • Insufficient funding left on the Participant’s waiver allocation.
• Employee Paychecks 
  
  • You have a few choices in how you would like to receive your pay.
  • If you choose an electronic deposit, your options are to have your payroll deposited directly into your personal bank account or on The rapid! PayCard issued by Mastercard.
  • If you provide Morning Sun with your email address your earnings statement will be emailed to your personal email account. If you do not provide an email address, your earning statement will be mailed to you via the US mail.
  • You also have the choice of having your paycheck mailed to you. We encourage Employees to use direct deposit or the cash card option to avoid delays caused by the United States Postal Service. We are unable to guarantee when your paycheck will be delivered to you.
• Corrections Involving Payroll
  
  • If you feel that there has been a mistake with a payment made to you, please tell your Employer immediately. Your Employer should immediately tell our Payroll Specialist. You may also choose to contact the Morning Sun Payroll Specialist yourself. Morning Sun will work with the Employer or Employee to immediately fix the problem.
  • If Morning Sun makes a mistake in the payment to you, we will correct that error and send a new payment within one business day. 
• Customer Service
  
  • Our Payroll Specialists and HR Specialists are available between the hours of 8am to 4pm CST, Monday through Friday to assist with questions you may have.
  • For questions on paychecks, taxes, payroll information, timesheets, or EVV time records: Please contact the Payroll department 
  • For assistance completing a new employee packet or for questions on background checks, personal information updates, employment verifications: Please contact the Human Resources department 
• Complaints and Grievances 
  
  • If Employees have a complaint or problem, the first step is to let your Employer know so they can work to fix the issue with you.
  • If you are not satisfied with their response, please let the Morning Sun Program Administrator know right away.
    • Program Administrator, Laci Polotzola, 337-282-5155, lpolotzola@morningsunfs.com 
  • If you are not satisfied with the Program Administrator’s response, you may also contact any of the following individuals: 
    
    • Chief Operating Officer, Cheryl Vennerstrom at 612-239-3768, cherylv@orionassoc.net 
    • Chief Financial Officer, Toni Thulen at 763-450-3780, tthulen@orionassoc.net
    • Executive Director of Payroll Operations, Justin Dukowitz at 763-450-3781, jdukowitz@orionassoc.net

By signing below, I acknowledge that I have read this Employer/Employee Agreement in its entirety. I understand that I must sign and submit this form as a condition of employment in this program and that I cannot begin workign in the TCAD program until this form is completed and returned to Morning Sun. By signing below, I further acknowledge that I understand what is being required of me, and agree to abide by its terms and conditions. I further understand and agree that violation of any of the terms and/or conditions of this agreement may result in termination of this agreement and payment for employment to any recipient of this program. 

This form provides Morning Sun with important employee information such as name, address, phone number, date of birth, and social security number as well as wage information. You must notify your Employer whenever there is a change in your contact information such as your address or phone number. This will ensure you receive any important notifications from Morning Sun. The Employer must complete this form and return to Morning Sun each time there is a change in an employee’s personal information, if their wage changes or if the employee is terminated.

• Timesheets received after the due date are not guaranteed on time payment and will be processed on the next scheduled pay date.

• Phone: 1-844-450-5444
• Fax: 1-855-767-4872
• Email: TNpayroll@morningsunfs.com 
• Mailing: Morning Sun Financial Services of Tennessee, ATTN: Payroll, 9400 Golden Valley Road, Golden Valley, MN, 55427

The following table shows the approximate hourly cost to you to pay an employee. The "cost to you" is the amount that will come out of your allocation. The "cost to you" includes employer taxes and worker's compensation insurance costs that Morning Sun will make on your behalf. The amount of those taxes is broken down at the bottom of this page. 

Personal Care, Homemaker, Chore

 
Respite

Transportation

Total Employer Contributions Include the Following:

Please Note:

The amounts in the table above are examples only. You are free to pay your employees hourly wage you want, as long as the employee is paid at least $15.00 per hour and is not paid more than the maximum rate allowed.

If the wage is not listed above just take the wage you want to pay and multiply the amount by 1.1095. This will give you the approximate "cost to you".

The following table shows the hourly cost to you to pay an employee.

The "Employee Wage" column is the rate of pay the employee will receive.

The "Employer Tax Markup" is the cost of employer taxes, which includes Social Security tax, Medicare tax, Unemployment Insurance taxes, and Worker's Compensation coverage, that Morning Sun will pay on your behalf.

The "Total Cost to budget" column includes employee wage + employer taxes + worker's compensation insurance and is the amount applied against the budget.  

ComCare Sidney CSS

Background Investigation Requested By: MORNING SUN FINANCIAL SERVICES OF TENNESSEE 820 Lilac Drive N. Suite 200 Golden Valley, MN 55422

Background Investigation Compiled By: Fowlers’ Profile Links, Inc. P. O. Box 291043 Nashville, TN 37229-1043

(Used Within the Last 7YRS. E.g. Maiden, Other Married Names)

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Customer Service

Morning Sun provides excellent customer service. We provide customer service that is courteous and knowledgable that provides the Participant/Representative with the level of assistance that they need to be successful. Morning Sun staff are trained to provide what is needed in the mode that works best for the participant including phone calls, email, fax or in-person. The assigned Support Broker is the first point of contact for the Participant/Representative. Morning Sun's experience is that the Participants/Representative is more successful with consumer direction whent hey have contact with someone they speak to regularly and who they trust. 

Procedure

• Customer Service Support Morning Sun will provide customer service phone support to the Participant/Representative from 8am to 5pm in the time zone where the participant lives, Monday through Friday except State of Tennessee holidays.
  • All questions will be answered by the appropriate party. Messages left will be returned as soon as possible and within 24 hours. If the participant reaches the wrong person, Morning Sun staff will take the number of the participant and have the appropriate person return the phone call.
• Morning Sun will operate toll-free fax numbers for communication and also to submit enrollment forms and time entry corrections.
  • The fax numbers come to Morning Sun as emails in a HIPAA compliant manner.
    
• Morning Sun will operate a toll-free number for Limited English Proficient Participants
  • Morning Sun will operate a toll-free line through Language Line Services that allows callers who wish to speak to Morning Sun through an interpreter. The toll-free number will ring our Minnesota office and allow transfers to individuals in Minnesota and Tennessee. The service also allows our staff to contact the participant thorugh an interpreter. Our Language Line Services offers 176 languages. 
    
• Operation of a telephone line for hearing impared individuals
  • Morning Sun has a toll-free number connected to a TTY. The number is 1-855-450-3121. The TTY rings at the front desk of the Minnesota office. The receptionist is responsible for contacting the appropriate party who will use the TTY at the front desk.
    
• Telephone line before and after hours
  • All Morning Sun employees have phones that allow callers to leave a message after hours. A cell phone emergency number will be available after hours. Initially, these calls will be taken by the Chief Operating Officer. 
    
• Operation of a secure email address
  • Secure communication is important to Morning Sun and the people we serve. the current email system in use at Mornign Sun is Microsoft Office 365 which is hosted by Microsoft. All outbound email containing private health or personally identifiable information is encrypted. To ensure email accounts and the data they hold are secure, Morning Sun has implemented multi-factor authentication for all email users. In the event login credentials for a Morning Sun email account are compromised, this second layer of authentication prevents attempts to use compromised credentials to gain access to stored email data.
  • General maintenance of the e-mail is scheduled on a regular, monthly basis. This included installation of critical Microsoft updates. The system is protected at a file level from virus infections with a Symantic antivirus product. Weekly full scans of the system are scheduled in addition to real time monitoring for threats. 

Compliant Resolution

Morning Sun's staff are trained to address problems and concerns posed by Participants and Workers, and will do so in a courteous, helpful manner. All Morning Sun staff are trained on the philosophy, roles, responsibilities, tasks and activities related to consumer direction. Agency training includes customer service for individuals who consumer direct. Any complaints addressed to Morning Sun will be handled with-in the required timelines and documented int he Complaint System.

Complaint Defined: Any verbal or written notice to Morning Sun Financial Services regarding dissatisfaction with any action taken by Morning Sun or Morning Sun staff. 

Procedure

• Upon admission all participants will be provided with the contact information of the staff involved in Morning Sun's service delivery. Participants are urged to contact their Support Broker if they have a complaint. They are also provided with information on how to contact their Support Broker's supervisor, the Program Administrator, and the Chief Operating Officer of Morning Sun if the issue remains unresolved or should the participant feel it necessary.
  
• Upon Receipt of a complaint and within five (5) business days, the Morning Sun Support Broker will provide written notice to the Participant that the complaint has been received and the expected date of resolution. Support Brokers will assist the Participatn/Representative with the complaint process, including but not limited to completing forms.
  
• If Morning Sun has resolved the complaint to the satisfaction of the participant with a verbal response within 5 business days, we will not need to provide a written response.
  
• If a complaint required more time for resolution, it must be resolved within 30 days of the initial complaint. 
  
• All members of the Morning Sun team are required to maintain a log of their contacts with participants. There will be one centralized Complaint System kept by the Program Administrator. All complaints will be documented in this system whether it is a verbal or written complaint and/or how it is resolved.
  
• A master record of concerns, complaints or other feedback is kept by Cheryl Vennerstrom, Chief Operating Officer.
  
• This master record is reviewed for patterns at monthly team meetings and is the basis for internal system change.
  
• A monthly record of complaints with information regarding resolution/outcomes will be provided to TCAD as requested.
  
• If for some reason an acceptable resolution to the complaint cannot be reached between the participant and Morning Sun. We will seek assistance from TCAD.
  
• Morning Sun will ensure that retaliation against anyone reporting a complaint is strictly prohibited. 

Employees who provide domestic or household services and are hired directly by the service recipient—or their representative—under a program that uses a Fiscal/Employer Agent may be exempt from certain federal and state taxes typically paid by employers and employees. These exemptions depend on factors such as the employee’s student status, age, or family relationship to the employer (the holder of the Employer Identification Number, or EIN). These exemptions are mandatory and must be applied as required by law.

This form will assist Morning Sun Financial Services in ensuring the correct tax classification for your employees.

By signing below, you acknowledge that—based on the relationship to your employer as indicated above—your wages may not be subject to Social Security, Medicare, or unemployment taxes. As a result, these wages may not count toward eligibility for retirement, disability, or survivor benefits under Social Security. You also acknowledge that these tax exemptions are mandatory and must be applied based on your relationship to the employer listed above. To learn more about Social Security programs, please visit www.ssa.gov or call 1-800-772-1213.

ANTI-DISCRIMINATION NOTICE: All employees can choose which acceptable documentation to present for Form I-9. Employers cannot ask employees for documentation to verify information in Section 1, or specify which acceptable documentation employees must present for Section 2 or Supplement B, Reverification and Rehire. Treating employees differently based on their citizenship, immigration status, or national origin may be illegal.

Please enter the email address of the Employer or Authorized Representative who will be completing Section 2 of this form. Upon submission, the form will be routed to the Employer email entered for the Employer to complete. 

If you are unsure of which email to enter, please click "Save & Finish Later" at the bottom of the form. Then, gather the correct info and then resume the form. 

IMPORTANT NOTE: The Employee will need to provide their acceptable document(s) to the Employer or Authorized Representative for verfication.

The Employee and Employer are responsible for coordinating the review of the acceptable document(s). 

Once the acceptable document(s) have been reviewed, the Employer will be responsible for uploading a copy of the acceptable document(s) when they sign the form. 

I am aware that federal law provides for imprisonment and/or fines for false statements, or in the use of false documents, in connection with the completion of this form. I attest, under penalty of perjury, that this information, including my selection of the box attesting to my citizenship or immigration status, is true and correct. 

Enter information from the documentation the employee presents. You, the employer or authorized representative, must either physically examine, or examine consistent with an alternative procedure authorized by the Secretary of DHS, the original, acceptable, and unexpired documentation the employee presents from the Lists of Acceptable Documents to complete the applicable document fields in Section 2. *

Certification: I attest, under penalty of perjury, that (1) I have examined the documentation presented by the above-named employee, (2) the above-listed documentation appears to be genuine and to relate to the employee named, and (3) to the best of my knowledge, the employee is authorized to work in the United States.

Does your name match the name on your social security card? If not, to ensure you get credit for your earnings, contact SSA at 800-772-1213 or go to www.ssa.gov.

Under penalties of perjury, I declare that this certificate, to the best of my knowledge and belief, is true, correct, and complete.

Form Processing:

Your change will not be processed until a Payroll representative is able to reach you via telephone to confirm the changes. Once confirmed, the changes will take up to 14 days to take effect.

RapidPay Card:

If you enroll in a RapidPay card, it will be mailed to the address on file. Within the envelope will be the card and instructions on how to activate it. 

Direct Depost:

Supporting documetation is required for direct deposit authorization. The accepted documents are:

1) A document that contains the financial insitution's name, account number, routing number, and employee's name

• This can be a letter or form provided by the financial institution, or printed from the financial institution's website
• Handwritten forms are not accepted

OR

2) Voided physical check

• Ensure that the routing number number and account number are not written over 

We offer employees the option of having earnings statements emailed to your email account. You will not receive an earnings statement in the mail if you choose to have it emailed. It is your responsibility to inform payroll of any email address changes. 

Once you click submit, a copy of the prefilled packet will be sent to the email entered below. Once you receive the email, print and complete the packet and then upload to the Morning Sun Financial Services Secure Upload at https://oriforms.jotform.com/231668315723963. 

Once you click submit, final copies will be sent to the Employee, Employer, and Morning Sun Financial Services.

Morning Sun Financial Services will reach out if anything further is needed from the Employee and/or Employer.